BNY Mellon Small Cap Value Fund underpresterade i förhållande till sitt jämförelseindex under det första kvartalet 2026.
Aktieavkastningen var i stort sett negativ på både utvecklade marknader och tillväxtmarknader. Ökade geopolitiska spänningar kring Iran och en kraftig uppgång i oljepriserna tyngde risksentimentet, trots en motståndskraftig global tillväxt och en dämpad inflation.
The Nomura Global Bond Fund underperformed its benchmark during the first quarter of 2026 amid geopolitical tensions and energy market swings.
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The Fidelity Large Cap Stock Fund posted a quarterly return of negative 1.90 percent for the first three months of 2026. This result exceeded the negative 4.33 percent decline recorded by the S&P 500 index over the same period.
The Columbia Floating Rate Fund posted a quarterly return of -0.39 percent, beating its benchmark index by 0.08 percentage points.
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Tiger Global Management reported a drop in its 13F portfolio value to $22.85 billion for the first quarter of 2026. The fund's top holdings in Alphabet, NVIDIA, Amazon, Taiwan Semi and Meta made up nearly half of the total. Managers increased several technology and semiconductor positions while trimming others.